Kofax TotalAgility 7.3 Analytics

At Course Completion

Upon completion of this course, students will be able to:

• Install and license Kofax Insight 5.x
• Connect to TotalAgility for Resource and acess management
• Import and configure the KAFTA project
• Configure common Insight Studio settings
• Import a package to TotalAgility and create relevant process instances (jobs) to provide Process Business Intelligence raw data
• Create an Insight project and specify data sources
• Understand and build records
• Understand and create derived fields and filters
• Understand and build metrics
• Understand and build Views and dashboards
• Configure TotalAgility to be able to access these dashboards from a TotalAgility site
• Add a TotalAgility work queue as a data source
• Create execution plans
• Configure more advanced records, translation tables and views
• Create an Insight process to show key steps, build wwim lanes, process grids and process step charts
• Add a solution database as a data source
• Examine and configure alerts

Prerequisites

To maximize the learning experience, the student must have completed the following:

• TotalAgility Essentials Training and Certification
• TotalAgility Design and Configuration - SPA Training and Certification

It would be beneficial to also have a basic working knowledge of:

• SQL databases
• Microsoft Internet Information Services (IIS)

Course Materials

All course materials are provided.

 

 

Course Outline

DAY 1

Module 1 - Introduction to the Kofax Insight Analytics for TotalAgility Course

• Classroom environment
• Course materials, software and hardware
• Course roadmap
• Course Objectives
• Use case scenario
• Exam registration
• What is Kofax Insight Analytics for TotalAgility?
• Complete prerequisite as per Lab00 if completing the training on your PC

Module 2 - Installing Kofax Insight

• Installation prerequisites
  • Hardware requirements
  • Software requirements
• Installation steps
• Licensing Kofax Insight
• LAB: Installing Kofax Insight

Module 3 - Administration and KAFTA Import

• Accessing Insight administration
• What is KAFTA?
• Importing the KAFTA project
• Connection to the TotalAgility database
• Configuring roles
• Configuring TotalAgility Integration to connect to Insight
• Configuring a capture process for BI reporting
• Configuring TotalAgility navigation to provide access to the KAFTA dashboard and views
• DEMO
• LAB

Module 4 - Importing a TotalAgility Package

• What is a package?
• Components of a package
• Importing package options
• Confirming package imported successfully
• Overview of relevant processes as part of a package
• Creating TotalAgility jobs to provide business intelligence raw data
• DEMO
• LAB

DAY 2

Module 5 - Insight Studio

• Overview
• General settings
• Creating a new Insight project
• Defining data sources
• Testing data sources
• DEMO
• LAB

Module 6 - Records

• What are records?
• Creating a new record
• Defining data source
• Testing data source
• DEMO
• LAB

Module 7 - Derived Fields

• What is a derived field?
• Creating a derived field
• Specifying an expression
• DEMO
• LAB

Module 8 - Record Filters

• Overview
• Defining a filter
• DEMO
• LAB

Module 9 - Metrics

• What is a metric?
• Creating a metric
• Testing a metric
• DEMO
• LAB

Module 10 - Views and Dashboards

• What is a view?
• Defining a view
• Testing components on a view
• What is a dashboard?
• Creating a dashboard
• Accessing a dashboard from TotalAgility
• DEMO
• LAB

DAY 3

Module 11 - Execution Plans

• Overview
• Defining an execution plan
• Data load module
• DEMO
• LAB

Module 12- Adding TotalAgility Work Queue data as a Record Source

• What are TotalAgility work queue fields and why use them?
• Configuring a record to use TotalAgility work queue data
• Providing a record field display name for each work queue field
• DEMO
• LAB

Module 13 - Records and Translation Tables

• Creating a record based on a solution database
• Creating a translation table
• Connecting the translation table to a record field
• Testing a translation table
• DEMO
• LAB

Module 14 - More Metrics

• Creating more metrics
• Testing metrics
• DEMO
• LAB

Module 15 - Adding More Views

• Defining a view
• Testing components on a view
• Updating the dashboard
• Testing the dashboard from TotalAgility
• DEMO
• LAB

DAY 4

Module 16 - Insight Processes

• What are Insight processes?
• Defining a process and relevant process steps
• Defining records for the process
• Connecting records to the process steps
• Building a view for process swim lanes, process grids and process step charts
• Creating process metrics
• Testing
• DEMO
• LAB

Module 17 - Adding TotalAgility Work Queue as a Record Source

• What are TotalAgility work queues and why use them?
• Configuring a record to use TotalAgility work queue data
• Providing a record field display name for each work queue field
• DEMO
• LAB

Module 18 - Alerts

• Configuring alerts
• Testing alerts
• DEMO
• LAB

Module 19 - Exporting and Importing

• Overview
• Exporting project components
• Exporting projects
• Importing
• DEMO
• LAB

Module 20 - Review and Testing

• Class review
• Overview of the exam environment and exam structure
• Logging into the exam server
• Certification testing

Kofax TotalAgility 7.3 Analytics
Delivery method	Classroom
Duration	4 days
Part number	TR-1200-0101V
Price USD	$3500
Buy online	Online store
Quote	Request quote
Scheduled classes	List Classes
Print course details	Print

Available delivery methods
Classroom
Ondemand